Financial Services Representative at O Bee Credit Union

Tenino, Washington, United States -

Full Time

Start Date

Immediate

Expiry Date

21 Jul, 26

Salary

37.31

Posted On

22 Apr, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer service, Loan processing, Business development, Account management, Cross-selling, Communication skills, Multitasking, Problem-solving, Microsoft Office 365, Financial services, Regulatory compliance, Teller transactions, Vault balancing, Notary license

Industry

Banking

Description

Description O Bee Credit Union is hiring a Financial Services Representative to join our amazing team. This full-time role plays a vital part in supporting our mission, our members, and our one-of-a-kind company culture. What You’ll Do: As our Financial Services Representative, you’ll provide high-quality financial services to our members, including loan services, business development, and account transactions as needed. You’ll help strengthen the credit union’s positive image and support branch growth by delivering world-class member service. The Details: Location: Tenino Branch – Tenino, WA Pay Range: The range for this position is $24.87-$37.31 per hour with a target range of $24.87-$31.09 per hour, depending on relevant experience and qualifications. Why You’ll Love Working Here: We’re deeply rooted in the communities we serve and enjoy participating in local events like parades and festivals. Above all, we love our members. We offer a competitive benefits package, including: Employer-paid medical, dental, and vision insurance options 100% 401(k) match up to 4% of your salary Tuition reimbursement Charitable Volunteer Hours Incentive pay for achieving individual or company goals Responsibilities: Serve as the primary lender for the branch, handling most loan inquiries including credit cards, personal loans, auto loans, and HELOC applications. Process consumer loans of varying complexity, value, and risk. Interview loan applicants, gather background information, and obtain credit bureau reports. Open consumer and business accounts and cross-sell applicable products and services. Ensure compliance with credit union policies as well as state and federal regulations. Maintain thorough knowledge of all share account products and assist members in selecting options that best meet their needs. Educate members by building relationships and recommending additional products and services. Stay current on credit union products, services, policies, procedures, and regulations. Support branch and organizational lending goals. Respond to member inquiries regarding accounts, transactions, and concerns. Resolve issues directly or refer members to appropriate staff when needed. Fulfill MSR II duties as required, including teller transactions, vault and TCR balancing, and account research. Apply today and be part of something meaningful at O Bee Credit Union. O Bee Credit Union provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran. Requirements Must have high school diploma or equivalent. Must have at least six months of customer service experience. Must be able to pass a background and credit check. At least one year of experience as an MSR I/MSR II is preferred. Previous experience with Symitar and LoansPQ is preferred. Excellent written, verbal, and electronic communication skills. Ability to multitask, problem-solve, and make thoughtful product recommendations. Proficiency with Microsoft Office 365 and related software. Willing to obtain a notary license within 6 months.

Responsibilities

The Financial Services Representative serves as the primary branch lender, managing loan inquiries and processing consumer loans of varying complexity. Additionally, they are responsible for opening accounts, cross-selling products, and providing high-quality member service while ensuring compliance with regulations.